About You

At Ardent Private Wealth our clients are mostly professionals, executives and business owners. Some have retired or choose not to work but none the less, remain active and involved often in advisory roles or engaged in philanthropic pursuits. All have moderate to significant financial complexity which at times is overlaid with a need for urgent assistance as they may find themselves suddenly wealthy or suddenly responsible.

Suddenly Wealthy:

While it may appear a dream come true, the jubilation of becoming suddenly wealthy can quickly turn to confusion and stress as you bear the weight of managing new found wealth. While winning the lottery is perhaps the more clichéd course to becoming suddenly wealthy, it is more likely the outcome of an inheritance or selling your stake in a business. Finalising your mortgage is a milestone often shared with the completion of your children’s education and your commitment to tuition fees, and this too can free up considerable cash resources. Lump sum insurance payments, the result of a total and permanent disability or a serious health trauma claim is a more sobering pathway to sudden wealth which also requires special financial considerations.

How much can you spend or should you save it? How much, if any, should you allocate to settling debt? Where will you store it and what impact will it have on your tax?

Suddenly Responsible:

Imagine the enormity of stepping in when the patriarch of your family is no longer competent. Your power of attorney has been invoked and you are suddenly responsible for not just your parents’ complex financial affairs but for decision making around their living arrangements and ongoing healthcare. Similarly, what if a much younger family member suffers a serious illness or injury and becomes incapacitated for the rest of their life? Or perhaps you simply have a light bulb moment and realise that despite the considerable income you’ve earned year upon year, you feel a sense of financial uncertainty. How will you manage beyond your working life and will you and your family continue to enjoy your current lifestyle? The weight of responsibility can be overwhelming.

At Ardent Private Wealth we understand. You need clarity and a proven framework that provides financial leadership when you need it most.

TESTIMONIALS

“I had the good fortune of meeting Scott as a presenter at a seminar I attended a number of years ago. I was so impressed that I subsequently made an appointment to meet with him personally and can truthfully say that I have never looked back. His expert advice comes from a vast amount of personal knowledge, expertise and experience. He is innovative, encouraging, motivating and a really nice person to deal with, who genuinely seems to be there for everybody.”

Alyson Pevreal
Director/Business Manager, Doctors at Coomera

"Scott has been our trusted financial adviser since 2007. During this trying and volatile market time, he has been most helpful and passionate about our financial well-being. We have found dealing with him and his staff extremely satisfying."

Bill & Robyn Vivian
Happily Retired Professional Couple

“Scott is an adviser who offers more than the usual level of service. He understands the need for his clients to gain knowledge about their financial affairs and structures, includes other experts when appropriate, and provides access to opportunities for investment and security that many others cannot. His style is professional and personal, and his results speak for themselves.”

Dr Anthony French
QGMG, Consultant Physician and Geriatrician

“Scott is building one of Australia's greatest advice businesses. For Scott, what he does, comes after he understands why he is doing what he does: to bring more Australians greater financial certainty in their lives. I've known him for ten years and he has always been the pioneer ahead of his peers in understanding and implementation of financial advice trends that give.”

Jim Stackpool
Strategic Consulting & Training

"Having a young family, Scott was instrumental in establishing the investment fundamentals for us. Estate planning and life insurance were not necessarily our initial priorities, however Scott expertly explained the importance of underpinning our investments with a solid foundation. He took the time to understand what is important to us and now proposes strategic investments on this basis. Our view is long term and Scott is an integral part of our family's security and our vision for the future."

Monique & Andy Gardiner
Professional couple with a young family

“Scott is a dynamic, forward-thinking adviser who is always passionate about doing his best for his clients. His energy and enthusiasm is infectious. He is a leader in the delivery of innovative financial advice and services.”

“I have known Scott for more than 15 years in his role as a high end Financial Adviser. In my view, he would rank amongst the best advisers in the country. His depth of knowledge and his capacity to apply that across clients with complicated financial affairs is at times astonishing. He has gathered around him some very high quality staff and an impeccable reputation.”

Ray Miles
Executive Chairman, Fortnum Financial Group

"When we engaged Scott in 2006 to establish and maintain our SMSF, we couldn't have known how astute that decision would be. Scott has the passion, experience and ability to identify, source and establish solid and diverse investment opportunities. With the assistance of his friendly, helpful staff, Scott has successfully managed our personally tailored portfolio since our retirement in 2008.

In this volatile financial world, it is reassuring to know that our wealth management is in very good hands."

Rod & Marilyn Day
Retired Business Owners

Ardent Private Wealth

TESTIMONIALS

“I had the good fortune of meeting Scott as a presenter at a seminar I attended a number of years ago. I was so impressed that I subsequently made an appointment to meet with him personally and can truthfully say that I have never looked back. His expert advice comes from a vast amount of personal knowledge, expertise and experience. He is innovative, encouraging, motivating and a really nice person to deal with, who genuinely seems to be there for everybody.”

Alyson Pevreal
Director/Business Manager, Doctors at Coomera

"Scott has been our trusted financial adviser since 2007. During this trying and volatile market time, he has been most helpful and passionate about our financial well-being. We have found dealing with him and his staff extremely satisfying."

Bill & Robyn Vivian
Happily Retired Professional Couple

“Scott is an adviser who offers more than the usual level of service. He understands the need for his clients to gain knowledge about their financial affairs and structures, includes other experts when appropriate, and provides access to opportunities for investment and security that many others cannot. His style is professional and personal, and his results speak for themselves.”

Dr Anthony French
QGMG, Consultant Physician and Geriatrician

“Scott is building one of Australia's greatest advice businesses. For Scott, what he does, comes after he understands why he is doing what he does: to bring more Australians greater financial certainty in their lives. I've known him for ten years and he has always been the pioneer ahead of his peers in understanding and implementation of financial advice trends that give.”

Jim Stackpool
Strategic Consulting & Training

"Having a young family, Scott was instrumental in establishing the investment fundamentals for us. Estate planning and life insurance were not necessarily our initial priorities, however Scott expertly explained the importance of underpinning our investments with a solid foundation. He took the time to understand what is important to us and now proposes strategic investments on this basis. Our view is long term and Scott is an integral part of our family's security and our vision for the future."

Monique & Andy Gardiner
Professional couple with a young family

“Scott is a dynamic, forward-thinking adviser who is always passionate about doing his best for his clients. His energy and enthusiasm is infectious. He is a leader in the delivery of innovative financial advice and services.”

“I have known Scott for more than 15 years in his role as a high end Financial Adviser. In my view, he would rank amongst the best advisers in the country. His depth of knowledge and his capacity to apply that across clients with complicated financial affairs is at times astonishing. He has gathered around him some very high quality staff and an impeccable reputation.”

Ray Miles
Executive Chairman, Fortnum Financial Group

"When we engaged Scott in 2006 to establish and maintain our SMSF, we couldn't have known how astute that decision would be. Scott has the passion, experience and ability to identify, source and establish solid and diverse investment opportunities. With the assistance of his friendly, helpful staff, Scott has successfully managed our personally tailored portfolio since our retirement in 2008.

In this volatile financial world, it is reassuring to know that our wealth management is in very good hands."

The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian residents only.